LPL Financial
IGIB icon

LPL Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

LPL Financial’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194M Buy
3,637,273
+473,834
+15% +$25.5M 0.05% 350
2025
Q4 		$170M Buy
3,163,439
+842,977
+36% +$45.6M 0.05% 364
2025
Q3 		$126M Sell
2,320,462
-115,038
-5% -$6.15M 0.04% 450
2025
Q2 		$130M Buy
2,435,500
+527,683
+28% +$27.5M 0.04% 388
2025
Q1 		$100M Buy
1,907,817
+289,875
+18% +$15.1M 0.04% 425
2024
Q4 		$83.3M Buy
1,617,942
+303,203
+23% +$15.9M 0.03% 455
2024
Q3 		$70.6M Buy
1,314,739
+84,999
+7% +$4.48M 0.03% 485
2024
Q2 		$63M Buy
1,229,740
+193,587
+19% +$9.86M 0.03% 491
2024
Q1 		$53.5M Sell
1,036,153
-290,914
-22% -$15M 0.03% 526
2023
Q4 		$69M Buy
1,327,067
+121,489
+10% +$6.01M 0.04% 401
2023
Q3 		$58.7M Sell
1,205,578
-151,860
-11% -$7.56M 0.04% 410
2023
Q2 		$68.6M Buy
1,357,438
+84,703
+7% +$4.3M 0.05% 338
2023
Q1 		$65.3M Sell
1,272,735
-301,252
-19% -$15.3M 0.05% 342
2022
Q4 		$77.9M Sell
1,573,987
-63,966
-4% -$3.14M 0.07% 271
2022
Q3 		$79.1M Buy
1,637,953
+675,527
+70% +$34.5M 0.08% 239
2022
Q2 		$49.1M Buy
962,426
+89,459
+10% +$4.66M 0.05% 350
2022
Q1 		$47.9M Sell
872,967
-231,079
-21% -$13.1M 0.04% 371
2021
Q4 		$65.4M Buy
1,104,046
+28,125
+3% +$1.67M 0.05% 313
2021
Q3 		$64.6M Buy
1,075,921
+86,973
+9% +$5.28M 0.06% 294
2021
Q2 		$59.9M Buy
988,948
+49,523
+5% +$2.96M 0.06% 293
2021
Q1 		$55.6M Sell
939,425
-22,077
-2% -$1.34M 0.06% 278
2020
Q4 		$59.4M Buy
961,502
+77,554
+9% +$4.74M 0.08% 242
2020
Q3 		$53.8M Buy
883,948
+9,236
+1% +$563K 0.08% 221
2020
Q2 		$52.8M Sell
874,712
-1,936,413
-69% -$113M 0.09% 201
2020
Q1 		$154M Buy
2,811,125
+164,337
+6% +$9.49M 0.33% 58
2019
Q4 		$153M Buy
2,646,788
+419,568
+19% +$24.3M 0.28% 71
2019
Q3 		$129M Buy
2,227,220
+218,524
+11% +$12.6M 0.26% 78
2019
Q2 		$114M Buy
2,008,696
+252,065
+14% +$14M 0.24% 83
2019
Q1 		$96.9M Buy
1,756,631
+102,012
+6% +$5.48M 0.22% 88
2018
Q4 		$86.7M Buy
1,654,619
+110,712
+7% +$5.79M 0.23% 90
2018
Q3 		$82M Sell
1,543,907
-541,361
-26% -$28.8M 0.2% 101
2018
Q2 		$111M Buy
2,085,268
+201,042
+11% +$10.7M 0.29% 64
2018
Q1 		$101M Buy
1,884,226
+378,254
+25% +$20.4M 0.28% 71
2017
Q4 		$82.2M Buy
1,505,972
+376,064
+33% +$20.6M 0.25% 81
2017
Q3 		$62.2M Buy
1,129,908
+75,228
+7% +$4.14M 0.22% 89
2017
Q2 		$57.9M Buy
1,054,680
+68,796
+7% +$3.77M 0.22% 94
2017
Q1 		$53.8M Buy
985,884
+226,900
+30% +$12.3M 0.37% 40
2016
Q4 		$41.1M Buy
758,984
+206,742
+37% +$11.3M 0.31% 51
2016
Q3 		$30.6M Sell
552,242
-38,850
-7% -$2.16M 0.29% 65
2016
Q2 		$33M Sell
591,092
-565,130
-49% -$31.1M 0.28% 65
2016
Q1 		$63.4M Sell
1,156,222
-78,356
-6% -$4.23M 0.18% 120
2015
Q4 		$66.2M Buy
1,234,578
+602,532
+95% +$32.6M 0.18% 114
2015
Q3 		$34.3M Buy
632,046
+362,118
+134% +$19.6M 0.19% 113
2015
Q2 		$14.7M Buy
269,928
+13,926
+5% +$765K 0.07% 234
2015
Q1 		$14.2M Sell
256,002
-344,066
-57% -$19M 0.07% 247
2014
Q4 		$32.8M Buy
600,068
+44,536
+8% +$2.44M 0.18% 117
2014
Q3 		$30.4M Sell
555,532
-137,166
-20% -$7.53M 0.18% 118
2014
Q2 		$38.2M Buy
692,698
+378,394
+120% +$20.7M 0.22% 92
2014
Q1 		$17.1M Buy
314,304
+85,396
+37% +$4.65M 0.11% 185
2013
Q4 		$12.3M Sell
228,908
-4,944
-2% -$268K 0.08% 229
2013
Q3 		$12.6M Sell
233,852
-24,064
-9% -$1.29M 0.08% 215
2013
Q2 		$13.9M Buy
+257,916
New +$14.2M 0.1% 183

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

LPL Financial's IGIB Position: Q1 2026 in Review

LPL Financial increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 15% in Q1 2026, buying an estimated $25.5M and bringing the position to 3,637,273 shares worth $194M. The position accounts for 0.05% of the portfolio, ranked #350.

LPL Financial first reported a position in IGIB in Q2 2013 and has held it in 52 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • LPL Financial held 3,637,273 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $194M as of Q1 2026.
  • LPL Financial bought 473,834 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $25.5M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of LPL Financial's portfolio in Q1 2026, its #350 holding.
  • LPL Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.